Greeting from Avani Consulting Hiring for Leading Broking Industries About the Company Wealth Manager's primary objective will be asset gathering and increase client penetration & walletshare through regular client meetings (physical/virtual). About the Role The Wealth Manager will be responsible for gathering assets for investment products and achieving various targets related to client engagement and asset management. Responsibilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book. Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. To acquire new clients and activate them with asset collection. Ensure 2-3 client meetings are done per day within your territory. Qualifications Graduate in any stream with basic knowledge of financial markets across different product lines. NISM VA (for Mutual Funds) NISM XXI A (for PMS) Insurance Corporate Agency License (SP – Certificate) (for Insurance) NISM XIII A (for SIF) Required Skills Strong communication & written skills Fluency in local language is an added advantage. Excellent interpersonal skills and must be a team player. Must be process oriented and must be willing to learn and adapt. Highly self –motivated Preferred Skills Ability to deliver / Results driven Communication skills - oral & written Client focused Problem solving & decision making Ability to develop and leverage networks Ability to understand, explain and support change Ability to develop and adapt a process Ability to inspire others & generate people's commitment Ability to manage / facilitate a meeting, seminar, committee, training... Pay range and compensation package Salary: 6 LPA to 14 LPA Equal Opportunity Statement We are committed to diversity and inclusivity in our hiring practices. Location : Hyderabad, Bangalore, Chennai Job Type : Full Time Shift Type : Day Email id : [HIDDEN TEXT] Contact number : 9949101406